Aprio Wealth Management’s Toronto Dominion Bank TD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$718K Buy
5,912
+498
+9% +$54.5K 0.04% 300
2026
Q1
$505K Buy
5,414
+417
+8% +$39.7K 0.03% 348
2025
Q4
$471K Buy
4,997
+202
+4% +$17.1K 0.03% 330
2025
Q3
$383K Buy
4,795
+311
+7% +$23.3K 0.04% 275
2025
Q2
$329K Buy
4,484
+639
+17% +$41.7K 0.04% 263
2025
Q1
$230K Buy
+3,845
New +$224K 0.03% 322

Other funds holding TD

Aprio Wealth Management's TD Position: Q2 2026 in Review

Aprio Wealth Management increased its Toronto Dominion Bank (TD) stake by 9.2% in Q2 2026, buying an estimated $54.5K and bringing the position to 5,912 shares worth $718K. The position accounts for 0.04% of the portfolio, ranked #300.

Aprio Wealth Management first reported a position in TD in Q1 2025 and has held it in 6 quarters since. 900 funds tracked by Wall St. Rank hold TD as of Q2 2026.

  • Aprio Wealth Management held 5,912 shares of Toronto Dominion Bank worth $718K as of Q2 2026.
  • Aprio Wealth Management bought 498 Toronto Dominion Bank shares in Q2 2026, an estimated $54.5K.
  • Toronto Dominion Bank made up 0.04% of Aprio Wealth Management's portfolio in Q2 2026, its #300 holding.
  • Aprio Wealth Management first reported a position in Toronto Dominion Bank in Q1 2025 and has held it in 6 quarters since.
  • 900 funds tracked by Wall St. Rank held Toronto Dominion Bank as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.